Session notes can be created from a client's chart, located in the Clients tab of the Rula provider portal. Session notes include:
- Initial Assessment
- Progress Note
The default note type for a regular session (not an initial assessment) will be a progress note.
Please Note: New provider portal features are being tested with select providers, and your portal may look slightly different from what's shown in this article. If you can't find something described in this article, contact support@rula.com and we'll help you complete the task. You will be notified as new features become available to you!
Guided Steps
To create a session note for an appointment:
- Log into the provider portal.
- Click on the Clients tab, located on the menu on the left side of the page.
- Select the client you need to create the note for.
- On the right side of the screen under 'upcoming' click Open workspace.
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The session workspace will open directly to the clinical note.
- Fill out the note (all fields are required).
- If you need to finish the note later, click Save & close in the upper right hand corner
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To finish the note at a later time, find the appointment details in the client's chart and click Complete note.
Note: This wording will reflect the template or appointment type (progress note or Initial Assessment).
- Once complete, click Sign note.
- Confirm your electronic signature, then click Sign and submit note.
- Depending on the selections made in the "Next Steps" section of the note, you may be taken to a new screen in the Rula provider portal, such as your Schedule, the rematch form, a discharge note, or back to the client's chart.
Once the note is submitted, it cannot be edited. The signed note will generate a charge for the session and be billed to your client and/or their insurance. A separate charge slip is not required for notes in the provider portal.
You will see a $ reflected on the note to indicate a charge slip has been completed—this usually takes 1–2 hours to appear after signing a note, as we process the charge slip. Please note that a delay does not indicate an error or missing charge slip, unless this icon has not appeared after 24 hours.
Diagnosis codes will carry over to future session notes and can be edited or adjusted as needed.
Additional Resources
- Viewing signed notes in the Rula provider portal - Provides guidance on how to view saved and signed notes
- Updating a treatment plan in the Rula provider portal - Provides step-by-step guidance on how to update a treatment plan from a session note.
- Adding or updating a safety plan in the Rula provider portal - Provides step-by-step guidance on how to update a safety plan from a session note.
Updated